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Get Institutions for : 
Nuveen Preferred & Income Term Fund (JPI)  
$18.83 0.01 (0.05%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    2
Total shares held : 
 5,200,484  
% of shares held : 
 22.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -198,108  
% of shares held change : 
   -0.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $16.85  
Last Quarter's Ending Price : 
 $18.28  
Last Quarter's Average Price : 
 $17.24  
Change from last quarter's     
avg. price to the last closing  : 
1.59 (9.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 119,358
 2.3%
 
Increased Positions :
23
 529,213
 10.18%
 
Unchanged Positions :
18
 252,641
 4.86%
 
Decreased Positions :
19
-310,838
-5.98%
 
Closed Positions :
8
-535,841
-10.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cornerstone Advisory LLP 16 - 2023-12-31 594,952 $10,876,000 -46,992
   SIT INVESTMENT ASSOCIATES INC 146 - 2023-12-31 471,378 $8,617,000 86,167
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 85 - 2023-12-31 454,664 $8,311,000 68,424
   BB&T CORP 700 - 2023-12-31 421,379 $7,703,000 5,873
   ENVESTNET ASSET MANAGEMENT INC 1738 - 2023-12-31 344,967 $6,306,000 2,394
   MORGAN STANLEY 3783 - 2023-12-31 293,266 $5,361,000 -70,875
   Almitas Capital LLC 14 - 2023-12-31 272,766 $4,986,000 161,690
   STIFEL FINANCIAL CORP 1160 - 2023-12-31 246,765 $4,511,000 14,855
   RIVERNORTH CAPITAL MANAGEMENT, INC. 96 - 2023-12-31 228,260 $4,173,000 58,532
   WELLS FARGO & CO/MN 2115 - 2023-12-31 200,085 $3,658,000 400
   COHEN & STEERS INC 178 - 2023-12-31 173,899 $3,179,000 0
   UBS Group AG 2437 - 2023-12-31 168,119 $3,073,000 3,478
   RAYMOND JAMES & ASSOCIATES 2064 - 2024-03-31 118,473 $2,279,000 -12,613
   LPL FINANCIAL CORP 2388 - 2023-12-31 107,840 $1,971,000 -6,197
   ROYAL BANK OF CANADA 2713 - 2023-12-31 88,119 $1,611,000 -10,310
   Integrated Wealth Concepts LLC 578 - 2023-12-31 81,230 $1,485,000 -17,425
   BANK OF AMERICA CORP /DE/ 3738 - 2023-12-31 81,077 $1,482,000 25,313
   Chicago Partners Investment Group LLC 252 - 2024-03-31 76,240 $1,441,000 -2,919
   JANNEY MONTGOMERY SCOTT LLC 1330 - 2023-12-31 66,986 $1,225,000 -258
   WEISS CAPITAL LLC 105 - 2023-12-31 58,598 $1,071,000 -64,185
   CSS LLC/IL 93 - 2023-12-31 54,586 $998,000 42,407
   Advisor Group Holdings Inc. 2659 - 2023-12-31 47,413 $867,000 -4,650
   E&G Advisors LP 86 - 2024-03-31 40,527 $780,000 0
   AMERIPRISE FINANCIAL INC 3222 - 2023-12-31 42,136 $770,000 7,565
   GUGGENHEIM CAPITAL LLC 1287 - 2023-12-31 40,643 $743,000 -12,318
   Hennion & Walsh Asset Management Inc. 511 - 2024-03-31 34,436 $663,000 -198
   WESTCHESTER CAPITAL MANAGEMENT, LLC 172 *New 2023-12-31 35,640 $651,000 35,640
   Rockefeller Capital Management L.P. 1305 - 2023-12-31 31,144 $569,000 -39,406
   KINGSWOOD WEALTH ADVISORS LLC 315 - 2024-03-31 29,320 $564,000 0
   FINANCIAL NETWORK 1789 - 2023-12-31 30,245 $553,000 -775
   Steward Partners Investment Advisory LLC 964 - 2023-12-31 29,224 $534,000 -1,358
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 440 *New 2023-12-31 24,679 $451,000 24,679
   Lido Advisors LLC 814 *New 2023-12-31 22,795 $417,000 22,795
   Claybrook Capital LLC 96 - 2023-09-30 22,795 $391,000 0
   Wealthcare Advisory Partners LLC 601 - 2024-03-31 19,614 $377,000 -1,185
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4295 *New 2023-12-31 18,284 $334,000 18,284
   TRUSTCORE FINANCIAL SERVICES LLC 220 - 2022-12-31 16,563 $308,000 0
   WEDBUSH MORGAN SECURITIES INC 755 - 2023-12-31 16,606 $304,000 -571
   UMA Financial Services Inc. 126 - 2024-03-31 15,539 $294,000 0
   Arete Wealth Advisors LLC 573 - 2023-12-31 15,485 $283,000 0
   Cetera Investment Advisers 1828 *New 2023-12-31 14,878 $272,000 14,878
   RMB CAPITAL MANAGEMENT LLC 465 - 2023-12-31 13,659 $250,000 0
   DAYMARK WEALTH PARTNERS LLC 377 - 2024-03-31 12,948 $249,000 0
   Goss Wealth Management LLC 1609 - 2023-12-31 13,418 $249,000 13,221
   Private Advisor Group LLC 1981 - 2023-12-31 12,015 $220,000 39
   J P MORGAN CHASE & CO 4154 - 2023-12-31 11,813 $216,000 6,610
   IHT Wealth Management LLC 888 - 2023-12-31 11,528 $211,000 -7,585
   GILL CAPITAL PARTNERS LLC 115 - 2023-12-31 11,435 $209,000 -250
   KESTRA PRIVATE WEALTH SERVICES LLC 1082 - 2023-12-31 11,403 $208,000 64
   Concord Wealth Partners 216 - 2023-12-31 9,429 $172,000 211
   Beacon Capital Management LLC 119 - 2023-12-31 8,006 $137,000 -19
   COMERICA BANK 2423 - 2023-12-31 6,790 $124,000 550
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 298 *New 2024-03-31 3,800 $73,000 3,800
   HOLLENCREST SECURITIES LLC 443 - 2023-12-31 3,540 $65,000 0
   Geneos Wealth Management Inc. - 2023-12-31 2,713 $50,000 0
   HARBOR INVESTMENT ADVISORY LLC 592 - 2024-03-31 2,500 $48,000 0
   Truvestments Capital LLC 333 *New 2023-12-31 2,500 $46,000 2,500
   GUARANTY TRUST CO OF MISSOURI /MO/ 831 - 2024-03-31 2,114 $41,000 0
   HARBOUR INVESTMENTS INC. 1585 - 2023-12-31 2,017 $37,000 8
   PRINCIPAL SECURITIES INC. 1758 - 2023-12-31 1,430 $26,000 0
   HANSON MCCLAIN, INC. 1686 - 2024-03-31 1,192 $23,000 19
   AdvisorNet Financial Inc 1075 - 2024-03-31 999 $19,000 0
   Hobbs Group Advisors LLC 291 - 2023-12-31 1,000 $18,000 0
   TCTC HOLDINGS, LLC 394 - 2023-12-31 800 $15,000 0
   ICA Group Wealth Management LLC 834 *New 2023-12-31 630 $12,000 630
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2508 - 2023-12-31 644 $12,000 233
   Sunbelt Securities Inc. 1325 - 2024-03-31 300 $6,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1857 - 2023-12-31 200 $4,000 0
   Householder Group Estate & Retirement Specialist L *New 2023-12-31 250 $4,000 250
   SALEM INVESTMENT COUNSELORS INC 978 - 2024-03-31 150 $3,000 0
   ADVISORY SERVICES NETWORK, LLC 3234 *New 2023-12-31 181 $3,000 181
   CREATIVE PLANNING 2718 *Closed 2023-12-31 0 $0 -35,629
   TOWER RESEARCH CAPITAL LLC 5711 *New 2023-12-31 1 $0 1
   PROEQUITIES INC. 4068 - 2023-12-31 0 $0 0
   Impact Partnership Wealth LLC 895 *Closed 2023-12-31 0 $0 -366
   COMMONWEALTH EQUITY SERVICES LLC. 3880 *Closed 2023-12-31 0 $0 -15,146
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1270 *Closed 2023-12-31 0 $0 -4,755
   Atlas Wealth LLC 136 *Closed 2023-12-31 0 $0 -467,865
   FMR LLC 5257 *Closed 2023-12-31 0 $0 -1
   US BANCORP 3939 - 2023-12-31 15 $0 0
   FNY Investment Advisers LLC 621 *Closed 2023-12-31 0 $0 -600
   Rocky Mountain Advisers LLC 306 *Closed 2024-03-31 0 $0 -5,500
  82 Records found
  1    
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